PeopleSoft-Based Financials -- Getting Started
The primary tool for managing a Budget Unit is now the PeopleSoft Financials software package. The following steps are either required or recommended before obtaining access to Southeastern’s PeopleSoft Financials software:
Step 1 (Recommended):
On the PeopleSoft Financials Training and Assessment page, complete the on-line training for:
- “Navigating in PeopleSoft” (recommended for all users)
- “Purchase Requisition Entry” (recommended for all users)
- “Purchase Requisition Entry II – Multiple Budget Units” (recommended for clerical staff who enter multi-budget requisitions)
- “Purchase Requisition Approval” (recommended for Budget Unit Heads)
- “Budget Review” (recommended for Budget Unit Heads)
Additional training topics are available in the Requisitioning and Travel topics, and can be completed as needed.
Step 2 (Required):
Take the “Purchase Requisition Entry Assessment” on the PeopleSoft Financials Training and Assessment page. This assessment is required before access will be given to the PeopleSoft Financials software.
A score of 75% is required on the assessment. When complete, print out the certificate and sign and print your name on the form.
NOTE: You can take the assessment as many times as you wish before submitting your certificate.
Step 3 (Required):
For Budget Unit Heads: During the initial conversion from FIS to PeopleSoft, Budget Unit Heads must sign and print their name on the assessment certificate and forward it to the Office of Assistant VP of Finance, SLU Box 10725. (Please keep a copy!) You will be notified via e-mail when your account is available. After the conversion, new Budget Unit Heads will also need to complete the Application for Faculty/Staff Account form.
For Administrative/Clerical Staff: During the initial conversion from FIS to PeopleSoft, staff must attach the assessment certificate to a Requisitioning Authorization Form and forward it to the Office of Assistant VP of Finance, SLU Box 10725. (Please keep a copy!) You will be notified via e-mail when your account is available. After the conversion, new staff members will also need to complete the Application for Faculty/Staff Account form.